Teller/Banker (Rigsby)
About the role
As a Teller/Banker, you will often deliver the very first impression of the credit union to our members (credit union lingo for customers). You will become an expert and champion of Security Service products and services to help our members reach their financial goals. You will build and nurture long-lasting relationships by promoting our checking and savings accounts, loans, credit cards, and insurance services, to name a few. You will only offer products and services that meet our member's needs and contribute to their financial success. You will be a team player and support the credit union in becoming America's Best by meeting sales goals, proactively identifying cross-sell opportunities, and educating members on digital services available to them. You will provide "universal" service and will be cross-trained in both teller and banker functions to better serve our members. This means additional learning and growth opportunities for you.
Responsibilities
- Deliver the first impression of the credit union to members
- Champion Security Service products and services to help members reach financial goals
- Build and nurture long-lasting relationships with members
- Promote checking and savings accounts, loans, credit cards, and insurance services
- Offer only products and services that meet member's needs and contribute to their financial success
- Meet sales goals and proactively identify cross-sell opportunities
- Educate members on digital services available to them
- Provide "universal" service through cross-training in both teller and banker functions
- Complete any other job-related duties needed to drive our Vision, fulfill our Purpose, and abide by our Organization's Values
Requirements
- High school diploma or equivalent
- Minimum of two (2) years of retail banking, cash handling, customer service and sales, or comparable experience
- A customer-centric attitude focused on delivering great experiences to our members while maintaining strict confidentiality
- Excellent interpersonal and communication skills with a goal-driven mindset
- Proficiency in computer software including Excel, Word, and Outlook
- Strong attention to detail, strong organizational skills and the ability to focus in a fast-paced environment
- Able to maintain a flexible work schedule during normal business hours (no Sunday work)
- May be required to travel to and from other branch locations for work and/or training
- At management discretion, employee may be required to complete, within 180 days of request, federal registration as a Mortgage Loan Originator (MLO) as required by the Secure and Fair Enforcement of Mortgage Licensing Act of 2008 (S.A.F.E. Act). If registered, must maintain active registration, comply with all requirements of the S.A.F.E. Act, including providing their unique identifier, ensuring the Registry is updated with significant changes within 30 days, and updating employment and personal information in the Registry as required
- If required to register as an MLO, must successfully pass a background check against the U.S. General Services Administration (GSA) Excluded Parties List (EPL), the HUD Limited Denial of Participation List (LDP List), and the Federal Housing Finance Agency's (FHFA) Suspended Counterparty Program (SCP) list as required by secondary market investors
- Must maintain ability to pass any subsequent background checks against these lists and comply with all their requirements
Ideal candidate will have
- A desire to learn and grow within the credit union
- Prior experience with banking or financial institution core systems and platforms
- Experience with recommending products and services that meet customer's needs
- Ability to ask appropriate high-impact questions to discover needs that members didn't even know they had